DGRS

Wisdomtree U.s. Smallcap Qua

Latest period2026 - Q1Total superinvestors126

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 126 superinvestors own shares of Wisdomtree U.s. Smallcap Qua (DGRS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wisdomtree U.s. Smallcap Qua (DGRS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wisdomtree U.s. Smallcap Qua (DGRS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wisdomtree U.s. Smallcap Qua (DGRS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 2.15%
0.01%
$29.596M
558,856 shares@ 52.96 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 16.74%
0.01%
$27.604M
521,238 shares@ 52.96 avg price
Cody Gehman@Stonebridge Financial Group, Llc
Recent Activity
Increased 8.06%
1.23%
$14.912M
281,579 shares@ 52.96 avg price
Elena Ro@Lido Advisors, Llc
Recent Activity
Decreased -6.26%
0.04%
$12.476M
235,589 shares@ 52.96 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -45.73%
0.01%
$12.02M
226,964 shares@ 52.96 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -2.98%
0.01%
$9.559M
180,504 shares@ 52.96 avg price
David P. Cleveland@Lvm Capital Management Ltd Mi
Recent Activity
Increased 4.81%
0.72%
$7.631M
144,094 shares@ 52.96 avg price
Desaree Tatum@United Advisor Group, Llc
Recent Activity
Increased 2.57%
0.82%
$6.602M
124,667 shares@ 52.96 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Increased 6.4%
0.01%
$5.628M
106,269 shares@ 52.96 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 3.58%
0.01%
$5.556M
104,912 shares@ 52.96 avg price

1-10 of 126